The EPFR Exchange Podcast
The EPFR Exchange Podcast is a brief weekly look into the conversations happening across EPFR.
Hosted by Kirsten Longbottom, and featuring in-house economist Cameron Brandt, they'll discuss the themes and trends dominating the global financial landscape. Where is money moving around the world? What sort of impact will those asset movements have? How is investor sentiment changing towards countries, sectors and industries? How do demographics play into these stories?
Listen in to found out our answers to these pressing questions.
Where appropriate, clients, partners, and other members of the EPFR team will join in on the discussion.
If you have any questions on EPFR Exchange podcast, are interested in becoming a guest speaker, or would like to suggest a topic for an upcoming episode, please email us at marketing@epfr.com
The EPFR Exchange Podcast
Ep. 115: Central banks raise rates as fund flows show cautious optimism
Cam and Kirsten discuss how two of the world's major central banks, the ECB and US Federal Reserve, moderated the pace of their rate increases but punctured hopes that a 'pivot point' in their current tightening cycles is near. In Europe, four out of the five 'Frugal Five' markets have picked up allocation share in the average regional fund portfolio this year as the continent remains beset by issues that sap investor sentiment. Elsewhere, Sector Fund flows are painting a mixed picture of investors' appetite for risk and opportunity, and the hosts take a deeper dive into the Energy Sector by isolating flows into uranium & nuclear-dedicated funds
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